Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Filed as: FID INVEST INST OPS CO Service code 12 · EIN 04-2647786 | Recordkeeping fees; Direct payment fr... | $1,441,589 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $399,860 |
MERCER1 year Filed as: MERCER US LLC Service code 11 · EIN 13-2834414 | Actuarial | $233,400 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 50 · EIN 36-3109431 | Direct Payment | $221,072 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $46,800 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 50 12 GILL STREET · WOBURN, MA 01801 | Direct Payment | $30,000 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $24,481 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $23,110 |
CHRISTOPHER BROUSAIDES3 years Filed as: CHRISTOPHER C GECZY Service code 17 108 SPRINGHOUSE LANE · NEWTON SQUARE, PA 19073 | Pension Consulting | $9,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | 8.23% | 13.18%-5.0pp | 7.69%+0.5pp | 13.18%-5.0pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $28,501-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $49-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |